Account Loading Options

Updated on 23 Jan 2023
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This article discusses options and recommendations to load accounts based on file size.

Small assignment file

Assignment files smaller than 4 MB are able to load using:

Accounts -> Import -> Import Placements (or Profiles if an Import Placement Profile has been saved)

Runs the "ETL - Load" Job

Note

The file size of an account file to be loaded is relative. A file with 1000 accounts and 20 columns/fields per account might be small, while a file with 100 accounts and 500 columns/fields per account might be large.

Large assignment file

Assignment files larger than 4MB should be loaded using a job. Jobs can be scheduled to run large jobs to prevent slag.

Load the File to be imported using Utilities -> File Import (File Upload Recipient = "Job User (job)"), Choose File, Upload File
Verify that the file is loaded at Utilities -> Manage Files (Last Update (older than) = "yesterday", Lookup)
Create a new job (Name it something like "Client Placement Loader")
- Set the job to run "On Demand"
- Add a Task for "ETL: Engine"
- In the Mask field, the uploaded file name will get entered explicitly or using a specified mask with appropriate formatting and wild cards specified
- In the ETL Profile field, a profile that has been created and tested with the same type of file will be entered
The Job will be Run
Once the job begins running, the status can be checked from Accounts -> Imports -> History the same way it can be followed using the ETL Load Job

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Account document layout

Table of contents

Small assignment file
Large assignment file